Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,813 | $57,305-4.3% | $86,640-36.7% | $75,173-27.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.90% | 2674.24%-2655.3pp | 592.52%-573.6pp | 160.72%-141.8pp |
| Employer contribution / active EE | $5,229 | $2,316+125.7% | $3,024+72.9% | $2,671+95.8% |
| Participant deferral / active EE | $6,807 | $3,320+105.1% | $4,438+53.4% | $4,126+65.0% |
| Admin fee / account holder | $1,794 | $4,116-56.4% | $5,616-68.1% | $5,651-68.2% |